Wells Fargo
SFY icon

Wells Fargo’s SoFi Select 500 ETF SFY Stock Holding History

Wells Fargo’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.6K Sell
109
-1
-0.9% -$131 ﹤0.01% 5893
2025
Q4 		$14.5K Buy
110
+26
+31% +$3.42K ﹤0.01% 5877
2025
Q3 		$10.9K Buy
84
+9
+12% +$1.11K ﹤0.01% 5930
2025
Q2 		$8.83K Buy
75
+1
+1% +$107 ﹤0.01% 5983
2025
Q1 		$7.56K Buy
74
+73
+7,300% +$7.96K ﹤0.01% 5948
2024
Q4 		$163 Buy
+1
New +$109 ﹤0.01% 6382
2024
Q3 		– Hold
0
– – – 6450
2024
Q2 		– Hold
0
– – – 6426
2024
Q1 		– Hold
0
– – – 7411
2023
Q4 		– Hold
0
– – – 7223
2023
Q3 		– Sell
-853
Closed -$67.4K – 7334
2023
Q2 		$66.8K Buy
+853
New +$63K ﹤0.01% 5272
2023
Q1 		– Hold
0
– – – 7525
2022
Q4 		– Hold
0
– – – 7354

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return